HomeMy WebLinkAbout95-00624
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FILl! NO. 21 - 't 5~(')"""
ACN 95139550
DATI! 08-15-95
RI!V-1543 I!X AFP 17-951_
cQMtOMAL lit Of PlHHSYl lJAHIA
DrPlAlt<<Hl Of RtvtHlJ[
',IIA(AU r" IHDl'lIDUAL IUtl
DCPT. lPD'01
. IIARRIII.'RG, PA 17U"UOI
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FLORENCE L HOYT
1063C ALLEN DALE
MECHANICS BURG
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
ESTATE OF EDWARD S HOYT
5.5. NO. 160-16-0172
DATE OF DEATH 06-11-95
COUNTY CUMBERLAND
RD
PA 17055
DAUPHIN DEPOSIT BANk. h.. provld.d the D~.rt..,t with tha Infar..Uon Iltted below lifhldt ha. be., u.ed In ulculaUnG the
potent lei ta. due. Thalr record. Indicate that at tha death of the abova ~c.dent, you were e Joint owner/beneflcl.ry of thl. account.
If you f..1 thh Infarutlon I. Incorrect, plea.. obtain written correction fro. the flnencl" In.tltuUon, attach a copy to thh far.
and raturn It to the abova addra... Thl. account I. taxable In accardanca with the Inherltanca Tax law. of the Ca.aonwaalth of Penn.ylvanl..
Que.tlon. .ay be en.warR by nlllllGl \/17) 1.'-dSlI.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4600159233 D.t. 04-07-94
e.tabll.h.d
Account B.lanc.
P.rcMt Taxabl.
A.ount Subj.ct to Tax
Tax R.t.
Potantl.l T.. au.
To In.ura proper credit to your account, two
(2) copla. of thh noUn .....t accapany your
peyaent to the Regl.ter of Wills. "ak. check
paY8ble tal -R.gl.ter of Will., Agent~.
PART
m
908.53
50.000
454.27
.15
68.14
TAXPAVER RESPONSE
II""XLURI!,/!'O... Rl!SPOHD....!lI L1. ....Rl!8ULT,, XN) ANtOl'flXCXAL:rAX)ISSl!8SHl!lfl\ lIASl!DOltTtiIS ..1I0rXCl!'
x
HOTEl If ta. peyaent. ar. aad. within threa
(5) enth. of tM dec.dant'. date of death,
you .ay ~t a S:C dhcQUlt of tha tax due.
Any InherltlW'tCe hx due will bec~ daUnquant
nlM C9l ~th. after the data of dnth.
x
[CHECK ]
ONE
BLOCK
ONLY
A. 0 TM above Infar_tlon and tllX .. I. correct.
1. You aew choO'. to re.lt ~t to t~ Ragl.ter of Will. with two copl.. of thl. notice to obtain
a dl.count or avoid lntere.t, or you ..y check bo" "A~ and r.turn thl. not lea to ~ Regl.tar of
Will. and an official a.......ot will be I.rued by ~ PI. o.part..nt of R.v.nue.
I. 0 1M abova anat h.. beWl or "Ill be repadad and ta. paid with the Penn.ylvllf1la InharltlW'tC. Ta. return
to b. filed by the decedent'. repr..entatlve.
PART
~
TA~
LINE
c. 0 The abav. Infor.atlon I~ncorr.ct and/o~Mlt. and daductlon. ...-r. paid by you.
You .u.t coaplata PART ~ endIor PART L!J balaw.
If you lndlcat. a dlff.r.nt taM rat., pl.... .t.t. your
ral.tlon.hlp to dac.d.ntl
PART
l!l
DATE PAID
~/-11 - 9J^ I
DEBTS AND DEDllCnONS
or T:'~ or~ JOltl":"/Tr.U:T ACCOUNTS
1
2
3 .
4
5 -
6
7 .
8
~:TU~N COMPUTATIC~
1. D.t. E.t.bllah.d
2. Account Bal.nc.
3, P.rc.nt raMabl.
4. A.ount Subj.ct to T.M
5. Debt. and O.ductlona
6. AltOunt T.Mabl.
7. Tax R.t.
8. To: Ou.
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...:.:'....'.
DESCRIPTION
AMOUNT PAID
lng-, /~
PAYEE
\
.
I
TOTAL (Ent.r on Lln. 5 of TaM Co~t.tlon)
~r penaltl.. of p.rjury, I d.ol.ra that th. fact.
.....l.t. to th. b,l'.t of .Y fi"wladV. and b.lI.f.
?~W'~I~UR~
I haY. r.port.d abov. .r. tru~ cor~t and
HOME (1/1) -11& - 1,;1 '1 .).;b.:: f) ,
WORK 1 )
TELEPHONE NUMBER
GENERAL INFORMATION
1. FAILUR! TO RESI'OND WILL RESULT IN AN OFFICIAL TAX ASSESSHEHT with ..lInbl. Interelt b..ed on In'or..tlon
.w.lttMl by the financial In.tltutlon.
I. lm.rH.nc1 'alll bee... dall".,."t nine IIOMthl aftlr the dec.ant'. d.t. of deeth.
S. a Joint IMIcount I. \a_abl. IVM thoUth thIi decadant'. n... w.. lMided .. . ..ttar of conVWlIWlC..
~. "'counts (lnclUdlna tho.. held bIItWMl'l hu.b.nd and ..U.. which the decadent put In Joint n.... within DM velr prior to
de.th ara fully '..abll I' tr~.f.r',
I. Account. e.'.lIstMd JointlY between husband wMt wlf. ear. than OM ve.,. prlDr to death Ire not hubla.
6. Accounta held by . deCedent "In tN.t fa"" .-.other or ather. .n t..abla fullY.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. IlOCl A .. If the In'ar..tlon .-I cMPUt.tlon In ttM natlu .ra carrMt Met dedUction. Ira not bllng d.lI.ed, pl~ en ..X-
In block ..... of Part 1 of the "'axpI.e,. R..pon.... lectlon. Ilgn two copt.. and .ubalt thH with your chack for the ..aunt of
t.. to ~ Regl.t.r of Will, of the county Indicated. The PA o.partaent of A.y~ ..Ill I..u. en offlcl.l "H...ent
(Fora RfY-IS41 EX) upon rec.lpt of the return fr~ the Rlllltar of will..
2. .lDCI. _ If tM ....t .peclfled on thh notlc. hi' bHn or will be rapGrtMl end tax plld ..Uh the Pamlylnnll Inherltanc.
Tax Return f lled by the decadant '. rllPr"lIntatlv., placl an -x" In block ..... of Part 1 of the ....xp.v.r R..Pon.... .MUon. Sian one
copy .-d r.turn to tM PA o.plrtlMnt of R.van\M, Burl"" of Indlvldutll T.x", DlIPt 210"., ,t.rrhburg, PA 1711'-0601 In thll
envelope provided.
J. BLOCK C . If the notlc. Infor..t1on I, Incorrect and/or deduction. ara being clalHd, cheCk block Ole" and CDaPI.tl Parts Z and J
according to the Jnll:tnaetlonll below. Sian two cOllla. IW'Id .ubalt t.,.. with your chHk far the MOUnt of tu p.vabl. to ttM R.ghter
of Will. of tM county Indicated. The PI. o.p.rtaent of Ravenue will I.sue ~ official a..e...ant eFora REY-I541 [X) upon rec.lpt
of the nturn frOll the R.ghter of NUh.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Entar ~ data ttM account orlalnellY w.. ..tabll~ or titled In the ~r .xlatlng at data of death.
HOTE. Far _ daCedent dvlna .ft.r lZllZl.h Account. which the dacedant put In Joint naM' within onII 0) vear of dMth ar.
taxabl. fully a. tr~.f.r'. Howev.r, there I. an axclu.lon not to .xcaad '3,000 per tran.fera. r..ardl." of the v.lue of
tM .cCOlM\t or the nuabar 0' accounta held.
If . double ..tarlsk (MM) appear. blfor. your flr.t naaa In the addr... portion of thl. notice, the '3,000 exclu.lon
.Iralldv hat b..... deducted fro' the account b.lanca a. raportad bW tM financial In.Ututlon.
Z. Ent.r the total balanc. of the account Including Int.ra.t accrUMI to the data of eIIeth.
3. The ~rcant of the account that h ta.Bbl. for .ach .urvlvar II d.ter'lnad .. foIlDtt"
A. The psrcant tuabl. for joint ....t. ..tablhhed IlOr. than ana y..r prior to the dacedant'. de.th1
1 DIVIDED IV TOTAL HlJI(BER OF
JOINT OWNERS
[xaapl.. A Joint a..at regl.ter~
DIVIDED ay TOTAL IUtIER OF X IDO . PERCEKT TAXABLE
SURVIVING JOINT OWNERS
In thai naaa of the decedent and two other par.on..
1 DIVIDED av S (JOINT OWNERS) DIVIDED ay Z eSURVIlJORS) . .167 X 100 . 16.7% (TAXABLE FOR EACH SURVIVOR)
a. The perc.,t t.xDbI. for ....t. cr..ttd within onII v.er 0' the decadent-. de.th or account. ownacl by the decadant bUt held
In tru.t for another IncllvldullU.) (tru.t baneflchrl..H
1 DIVIDED av TOTAL NUttIER OF SURVIVING JOINT
OWNERS OR TRUST IENEfICIARIES
X 100 . PERCEHT TAXABLE
Exupl.. Joint account raahttred In the n... 0' the dec.dant and two other person. and e.tablhhed within one vear of de.th by
the dHadent.
1 DIVIDED av Z (SURVIVORS) . .50 )( 100 . SOX (lAXAlLE FOR ual SURVIVOR)
4. The IIItOUnt .ubJact to tax (lIn. 4) I. deter.lnacl by IIUltlpIylna the account balance Cllna Z) by the percent t.xllbl. Ulna 3).
s. Enter the tot.. of the d6btl and deduction. IhtR In P.rt 3.
6. IM.-owlt t.lIIl1t1l. Ulne c.J .. u..~..r...lnlf'I u.. .ub\r~,lng ~htt ~u III'" ~tI,"l. nlll_ :i) r. \,I": U~ ~t .'-'bj&Clt to till: Ulne ~,.
7. Enter the approprl.te tax rat. Uln. 7) .. deteralned below.
A. Far data. of death occurring .ft.r 6/30/94, the t.. rate. far tran.fera to .pau... .r. a. fallow.'
1. Det.. of de.th on ur .fter 7/1/9. and bafar. 1/1/95 the rat. 1. 5%.
Z. Oat.. of dsath on or .ft.r 1/1/95 tran.fer. to .pou.e. will be tax.d .t 0% tax r.ta.
Motal For d.t.. of d..th prior to 7/1/94 tran.far. to .pou.e. .re taxabl. at 6%.
I. TrM.f.r. to lIna.l de;.candMt. Incluctll1ll f.ther., IlGther, .an, dllUGhter, arendchlldran, son-In-l...,
~t.r-In-I"', .t.pchlld and t~lr I..u. era t.xable .t .1. percent (6%).
C. Tran.fer. to .11 ather. Including brath.r, .I.tar, uncia, aunt, nepheW and nlace ar. t.xable .t fifteen percent (15X).
D. If you chWtga the tlUC rate, pl.... .pecHv your nl.Uonlhlp to the decadent In the .r.. pravldad.
I. The ~t of tllJC dUll Ulna I) II detaralMd by IIUIUp1ylng tM .-aunt taxabl. Ulne 6) by the t.. rat. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
.Uowabl. dabh wtd d<<tuCUona ara dettralnad .. fallow.1
A. Vou legelly .re raspon.lbla far peyaant, or the e.t.t. subject to ~lnl.tr.tlon by . per.onal r~re.ent.tlv, I. Insufficient
to p.y thai chldUCtlble It...
a. You ItCtu.lly paid the cMbt. aftar M.th of thai decedllnt .nd can furnl'" proof of p.yeent.
C. Debt. being cl_lead au.t be It.lzld fullv In P.rt 3. If additional apac. la needed, u.. pl.ln paper. l/Z- x 11-. Proof of
p'v-ent ..y be raqua.t.d bv the PA o.p.rt.....t of R.v........
':;.;;i\\; ...........,)~:(t;~titi~i~~ ~Uk~A~~JtNx,rO~YHE:TtOSNSIOVt-A\CSl;i~~~~~~;/holltACT~~~~hh ... ..... ',;:'3;
.............,. /.'.".'REGISTEROF WILLS.\PA DEPARTMENT' OF REVENUE DISTRICT OFFICE'')?;'' ':<"..,.
.. .... "OR\CAlLTHE BUREAU OF INDIVIDUAL TAXES' 'TAXPAYER INQUIRY UNIT..IN.:>:...:..... ." .
<<H.!\RRISB1JRGAr(717r787".8~27.' . TDD.....(717'... 77z-225Z(HEARING.IHI'AIRED}ON~V)/ ........
RI!V-1543 EX AFP 17-951 *
cQttttOJrM:AL HI or PlNHIYlVANIIo
PCPAR1HlHf Of MYHIU!:
IIIRfAV ,or INDIVIDUAL UkU
. DtPt. nUll
tWUtIIIORG, PI. HUI-Ull
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
C!.- .-
FILl! NO. 21 9~-~J'I
ACN 95139551
DATI! 08-15-95
ESTATE OF EDWARD S HOYT
5.5. NO. 160-16-0172
DATE OF DEATH 06-11-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECK ING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FLORENCE L HOYT
1063C ALLENDALE
MECHANICSBURG
RD
PA 17055
DAUPHIN DEPOSIT BANK. h.. provided the Departaent with the Infarutlon Ihtltd billow lifhlch hi' bun u.ad In calcuhtlno the
potentl.1 ta. ~. Their r~ard. Indlcat. that at the death of the above decadant, you wara a Joint ownar/benlflcllry of this account.
If you ,..1 thl. Infor.atlon I. Incorract, pl.a.a obtain written carractlon frDa the financial In.tltutlon, attach a copy to thl. far.
and raturn It to the above addre... Thl. account .1 taxable In accardanca with the J~rltanc. Tax Law. 0' the Co..onweatth of Pann'Ylvanla.
ou..taon. .ay bl an._rea Lly C:laU". (flU la,".:)U.
COMPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8100220603 Data 12-07-93
eatablhhad
ACCCM.rlt B.lanc.
P.rcMt T.)(abl.
A.....t SubJact to Ta.
T.x R.t.
Pot.ntlal Tax au.
958.57
50.000
479.29
.15
71.89
TAXPAYER RESPONSE
....F"ILU~l!,... tCl... Rl!,SI"OND,;If~LL."I!S"L"; ~H... Art: O~~ICIALTAXASSl!9SNEHT. ~MleD\OH'1H~~;"'OrICl!,;
To In.ura prope" credit to your account, two
(2) capla. of thl. notice 8U.t accoapeny your
pa~t to the Rlal.tar of Willi. H~a check
payebla tOI *Rag I. tar of Will., ADent~.
x
HOTEl If talC p'v-ents ara ... within thr..
(S) ~th. of the dlcadent'. ~t. of d.ath,
you MY dedUct a Sit dhcount 0' thai taM due.
Any Inhe,.JtBnCa tax due will bKu.a deUnquent
nine (,) aonth. aftar the data of de.th.
x
PART
[!]
1
.!
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The abovI Infar..Uon and tu due h corr~t.
1. You ..y choo.. to ,...It ~t to the RIglltar of Will. with two copla. of thl. notlc. to obtain
a dl.count or avoid Inter..t, or you .ay check bo. -,- and r.turn thl. notlca to ~ Regllte,. of
willi and an official a....saent will be I.sued by the PI. Dapartaant of Revenue.
I. 0 The aboVI a..at has b.en or will be reported and tu paid with the PennlYlvanla Inherlt.-w;a Ta. raturn
to be fllad b~ t~ decedent'. r~ra.entatlve.
c. 0 The above Infor..tlon I~ncorrect andIa~ebt. .,d deduction. were paid by you.
You .....t coaplate PART L!J and/or PART l!.J below.
If you Indlc.t. . dlff.r.nt tax r.t., pl.... .t.t. your
r.l.tlon.hlp to d.c.d.nta
PART
~
TAX RE'l'URr: . CCMPUTATIOII
LINE 1. Data eatabl1lhad
2. Account Balanc.
3. Parc.nt T.xabl.
4. Aaount SUbJact to Ta.
5. O.bt. and D.ductlon.
,. Aaount T.xabl.
7. T.x R.t.
8. Tax Du.
OF'
1
2
3
4
5
6
7 X
8
'........'................ F"ICIA SE....Q.Ii\<'''..O. .AAF.';
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5. .. 1_ (. . . . '~.. ;';:':",::....<:;~;r" . .
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.'7 .... ,...........,......)
......\iiy.....
DEBTS AND DEDUCTIONS CLAIMED
PART
!!I
DATE PAID
c/-;d..-9J
PAYEE
DESCRIPTION
AMOUNT PAID
7J. PI
,
I
TOTAL lEnt.r on L1n. 5 of Tax Co~t.tlonJ
I
.
Under pen.lt1.. of p.rjury, I deal.r. t~t the fact. I
co...lata Z::;I/;"~Y k orlJll and ballaf.
hav. rttpOrtR abov. ar. tru., corract
HOME (1/7) 7 9/J ~'1 /.) <;I
WORK 1 )
-
,~.~.0-
DATE
'.
GENERAL INFORMATION
1. 'AILU~I TO RCS'OND WILL RI!SUL T IN AN O"ICIAL TAX ASS!IS"!HT with .....110_1. Inl't.., b'.ed on Inlar..tlon
....att... by ttMl flnanol.l In.Ututlon.
I. Inhllrlhna. t'lI bee... delinquent nl". Mnth. aft.r ,he decMent'. datI of ....th.
J. A Joint acoount I. taxMlI. Ivan though the dH.dent'. nNe "II IMkIed .. . utter 0' convanlenca.
4. AOGCM1h (lnaluctl". tha.. held bat.,..., hu.band Met wlf.>> """ICh the deo"-"', put In Joint n_. wUhln OM va.r prior to
~th .r. 'ull~ tnabl, a. tran.f.rs.
5. AccOWIh ..,abllMed Jointly batwan hu.band and wif, Mra then OM Y"t prior to d..th .ra not t.xabl..
,. Account. held by . ~~t -In tru.t far" another or other. ara t.xabl. tully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. .LOCI A - If the Inforntlon MId cOllPUhtlon In ttMl notice In carr"t and cMduotlon. ara not being olalHd, placa an .....
In block "A" of P.tt 1 of thII "Taxptlv.r A..pon.... 'Htlon. Ilgn two capl.. Md IUMIt thM with your chKk far 1M MOUnt 0'
t.. to the Regl.t.r of Will. of thII county Indlc.t~. ~ Pi o.p.rt-.nt of A.venue will I'sua an offlcl.l ......-.nt
(rat. REV-I". EX) upon rec.lpt of the return 'roe the Real.tar of Will..
Z. ILoa... If the ....t .pealfled on thh notlc. hat bun or wl11 ba r.,.ortMl and talC Plld with the PWWl.ylVWII. JnherltMCI.
Tn R.turn fUecI by the dac.d."t'. repr..."tatlvI, plK. an "X"" In block ..... 0' P.rt 1 of the ""T.xp.v.r ..spon.... .eotlon. Sign OM
cop~ and r.turn to the PA napartaant of ..venu., Bur.au of Individual Tax.., Dept '10601, Ilarrlsburg, Pi 171'1-0601 In the
envelope provided.
J. BLOCK C .. If the notlCI Infor..Uon h Incorrect and/or deduction. ara b.lng cI.I.., check block "1:* Met coaplat. P.rts Z and ~
.owrdlng to the In.tructll)M. b.Jnw. 510n two capl.. -.1d .ubalt thee with your check for ttMi MOUnt of tu p.yabl. to ttMi Reglatar
of Will. of the county Indlc.ted. The PA Dep.rt-.nt of R.venue will I..ua an official .......ant (far. REV.I548 EX) upon r.c.lpt
of the r.turn froe the Reght.r of Willa.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
I. Ent.r the dat. the eccount arlglMlb w.. ..tDblllhed or titled In the ...,.r .d.Ung .t d.ta of death.
NOTE. far. decedent dying .ftar IVll/OZI Account. which the clKadent put In Joint MM. within one (I) y..r of death .r.
taxMII. fully.. tran.f.rs. Hawv.r, there .. an uclullon not to .McHd tS,OOO per tran.f.r.. reg.rdl... of the wlua of
the account or tM """r of ItCcounta held.
If . double ..tarlsk (M.) appe.r. befor. vour flr.t neaa In the addr... portion of thl. notlc., the .5,000 .xcluslon
.l,..edy hils been deductiad frOll the acCCMl1t b.lanc. .. ,.eparted by the flMnClal In.tltutlon.
Z. Entar the total b.1MC. of the account Including Intar..t accrued to the data of death.
~. The PIIrcant of the account that II taxable for .ach survlvo,. h datar.lnad .. follOM"
A. The PII,.cant taxlllJl. for Joint ....t. ..taiblllhlld .ora than one ya.,. prior to the decedent.. de.th.
1 DIVIDED BY TOTAL tumER Of
JOINT OWNERS
EM..,I.. A Joint ....t r.gl.t.rlad
DIVIDED IV TOTAL NUHlEA OF X 100 . PERCENT TAXAIlE
SURVIVIIC JOINT OWNERS
In the "... of the decadent W'Id two other penon..
1 DIVIDED IV ~ (JOINT OWNERS) DIVIDED IV Z (stIIVIVOAS) - .167 X lOa - 16.7% CTAXABlE FOR EACH SURVIVOR)
I. The pIIrcant taxabl. for ....ts cr..ted within one v.ar of the decadent.. de.th or acCOU1ta owned by the dac.-nt but held
In tru.t foro another Indlvldu.l(.) (tru.t bana,lcl.rla.)1
1 DIVIDED IV TOTAL NUttIER OF SURVIVING JOINT
OWNERS OR TRUST IENEFIClAAIES
X lao - PERCENT TAkABLE
EMMpla. JoInt .ccount r.ghtered In tha nHe of tha d.c.dant W'Id two other per.on. WId ..tabllltMd withIn on. y.ar of de.th by
tM decadent.
I DIVIDED IV Z (SURVIVORS) - .50 X 100 - sa:( (TAXABLE FDA [Aat SURVIVOR)
~. The.-aunt .ubJect to tax Clln. ~) I. dat.r.lnad by aultlplylng the .ccount b.lanc. (lln. Z) by the p.rcent taxable (line ~).
5. Ent.r the tot.1 of the debt. and deduction. It.tad In Part 5.
6. The MO\A'1t taMlOI. (line 6) h det.r.lnad by IUtItreatlng the oabts and daoucnlon. U1M SJ Irue th4r MOUr'lt IJUbJwt ,,, t... Uln. 4).
7. Ent.,. the approprlat. tax rata Cline 7) a. d.t.ralned b.low.
A. Far data. of de.th occurrlna .fl.r 6/30/94, the tax rat.. far tran.f.r. to .pou... ar. .a fallow..
1. Date. of d..th on or .fter 7/1/94 and before 1/1/95 the rat. I. 3%.
Z. Dat.. of de.th on or .ftar 1/1/95 tran.f.r. to 5POU'.' wIll b. taxed at o~ tax r.t..
Not.1 Far dat.. of death prior to 7/1/94 tran.f.r. to spou... .ra t.xabla .t 6X.
I. Transfer. to llnaal de.cMdMt. Including father, aotMr, .on, dauQlhhr, arandchl1dran, son-In.l...,
dluahter-Jn-Iaw, .tepchild and theIr I.aua ar. t.xabla .t .IM percent (6X).
C. Tran.f.ra to all ather. Including brother, .I.t.r, unci., aunt, napheM and niece .re t..able .t fifteen psrcent (l~).
D. If you change the tax rat., pl.... .paclfy your rel.tlonshlp to tM dac.-nt In the .raa provided.
I. The aaount of tax due (line IJ I. del.ralned by aultlplvlng the aaount taxabl. Cline 6) by the tax r.te (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debt. and deduction. .r. detar.lnad .. fallow..
A. You legally ara re.pon.lble for p.yaant, or the e.tlta subJaot to ~Inl.tratlon by a personal rapr.aantatlva la InsuffIcient
to p.y the deductlbla It....
I. You IIGtualh ~Id the debt. .ftar de.th of the decadent and can fumhh proof Df p.yaant.
C. Debts beIng Cll.IMd au.t be It..bed fully In P.rt 3. If additional IPK. h naadad, u.. plain papar 8 1/2" lC 11-. Proof of
p.v.Mt MY be requa.tad by the PA o.par~t of AM....
..I@tI....;:;,[ili;'ii:iii~..~(JJ....N. ~eD. ;lJ~i~~.~':rtN1D\yMFfitJ'NSX;rlA.ANfs\~~~N~t;tboN~A.'~i)~ilY;;. ;;,ii~~
,.,:..... . ..:.:..,:.::..:.:.::::.::':::: :':':. REel S1ER <OF...WI L LS ,:,:.PA::, DEPARTMENT::.. OF;... REVENUE::DI 51 RI CT.: . OFFICE;:~::< ::::::.: :.:::.:,i::,.........~':.
)....."................".0. R..CA..LL......T...HE. ....au. R.E.A. U.,O.. F. '1. ..N....D. ..X. VXD. UA... .l'.TAX.E.S". ..T.AXPAYER. '.'1. N..QUIR. V....UNXTI..". ..I.... ..'.....
'......... .1II\RlusaUR8{AT.(717)787~8<l~n'TDD' .., ~717)}'(~~2252',(HEA'UNO IHPAIRED{ONL Y)??
::::::.:
"';'.'.:..
RI!V-l!l43 I!X AFP 17-9!l)_
CD""OHWUltlt or Pf.HH1YlVAHIA
D(PAJll"'Nl Of R[ytNU[
IUAfA~.or INDIVIDUAL lAKE'
Dip,. 111'01
. IwtRlnURO, PA 17UI"D"1
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILl!
ACN
OAT!
C'_ _~
NO. 21 . ".5-1,,). 'I
95139552
08-15-95
ESTATE OF EDWARD S UOYT
5.5. NO. 160-16-0172
DATE OF DEAnl 06-11-95
COUNTY CUMBERLAND
TYPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FLORENCE L HOYT
1063C ALLENDALE
MECHANICS BURG
RD
PA 17055
DAUPHIN DEPOSIT BANK I h.. provided the Peplrt.."t with thtl Infara.Uon lilted belDtrl whldt ha. bean u.ed In calculating the
potantl.l tax due. Thalr rlcard. Indlclt. th,t at the de.th of the aboVI decedent, you wer. . Joint own.t/b~flclary of \hI. ICCount.
If you 'HI thlt Infor..Uon Is Incarrlct, pl.... obt.ln wrlttan carr.ctlon fro. the flnancl.l In.tltutlon, .ttKh . copy to thh far.
and rl'turn It to thrI aboVI .ddr.... Thl. account II tlubl. In accardanc. with tha Inharltanc. Tax L.... of the C~alth of PWWI.vlvenla.
~e.tlon. __. be ~'Mer~ ~r c.l1lny l71i) ,4;-83l',
COMPLETE PART 1 BELOW M . M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4913705474 Data 07-11-74
Eotablbhad
Account blanca 363.57
Pa.cant Taxabla X 50.000
AoIount Subjoot to Tax 181.79
Tax Rata X .15
Potantlal Tax aua 27.27
PART TAXPAYER RESPONSE
III I ",F~ILUIl!.Ft:.O,IlI!SPOHDllILL.RI!SUL'I'IH' ~H' OF.FICIAL ....T AX (A.SSI!SSHEH'I" BASeDOHi;THIS'" "Or Ice ....1
A. 0 The Ilbava Infor..Uon Bnd tu duiI Is correct.
1. You aay choa.a to r..lt payaent to the Regl.tlr of Will. with two copla. of thl. notlc. to obt.ln
a discount or avoid Intet..t, or YOU a.y check box -A" and return thl. notlc. to ~ Aagl.tar of
Will. and an official ...e.saent will b. l.~ bv the PA o.plrt-.nt of Revenue.
To In.url proper credit to your acCOlM1t, two
U) copla. of thll notice "".t acco.pany vour
punnt to thai Aallhhr of tUU.. Hake chick
pnabla tot "Aeghtar of Will., Agent".
NOTEt If tax Plv-ent. ara .... within thr.e
(S) eonth. of the decedent., d.tl of de.th,
you a.v deduct. 5X dhcount of thai tax ctu..
Anv Im.rltanc. tax due will bee..- delinquent
nint (9) .unth. efte~ the date of deeth.
[CHECK ]
ONE
BLOCK
ONLY
II. 0 The above aud h.. be"" or will be report" and lex paid with the pam'Vlvanl. Intwrltanca Tax return
to be filed bv tha d.cadent'. rapra.entatlva.
c. 0 The abova Infon.Uon I~ncortect and/a~ebt. and deduction. wera peld. bV you.
Vau .,.t cOllplete PART 1!..J and/or PART l!.J below. (> (I _
If you Jndlcat. . dl fter.nt tax rat., pl.... .tat. your
ral.tlonahJp to d.c.danta
-n
-, , OFFICIAL 'USE p. I!, 0 AAF i
.... P/l ,DEPARTMENT OF,lREVENUE 'j
m: ON Jt!INT/T1l'JIIT ACC!JUNT8rA~~'.' . .~.. .p~i',:;:;: i
""3.," 'c, ", ....,.'./~.
".' "f:': ." ~:'';')-:-: C',-.", i,::;;;:;::'f::.
5:'; ::::":::.j~~;:"'~" . ........1'..' ::::'.' ~~,;
:..~,
'.6
....7
'....9.
DEBTS AND DEDUCTIONS CLAIHED
'C"::.,;:':':;,:
PART
~
TAY. RETURN . COHPUTAT70N OF
LINE 1. Data Eotabllohod 1
2. Account D.lane. 2
5. P.rcant T.xabl. 3 K
4. Aaount Subject to T.x 4
S. Dltbh and D.duct10na 5
6. A.ount Taxabl. 6
7. Tax Rat. 7 K
8. Tax Dutl 8
C,:';:::':';"
PART
[!J
DATE PAID
1'- 7J - 't'o
PAYEE
DESCRIPTION
AMOUNT
I ,,;l) .,.,;l-I
.
PAID
I
TOTAL
IEnt.r on Lln. 5 of Tax COMPut.tlonJ
perjury, I d.olar. that the facta I hay. r.ported ahoy. .1"'. tru., co~~t and ,
kn "ladga..,d balhf. HOME 11/7) 7tJ/J"9/.2<1 ' j'-~~9J
WORK 1 )
DATE
OENERAL INFORMATION
1. fAILUR! TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT .I\h ...11'''''1. In'.,u' b.... ... In..,..II...
tut.lttecl b., 'M flMnCllaa In.UtutlDn.
I. Jnharlhnu tax beo"", IMU"..", nine ltOn'h. aft.r the decadent'. d.t. of d..th.
J. A Joint ..oount It texllb'a .VWl thoutlh tM decadent', n.. .... added a. a ..tt.r of convenl~..
... Acoounts Clnaludlnt Ula.. held b.t...." hu.band W1d wlf.J which tM declldent put In Joint ".... within anti we.r prior to
de.th or. fullw taxabl. .. tran,'lrl.
I. Acoount, ..,.a.1l1hM JolnU., bet..... hu.bMd W1d wlf. eon than OMI v..r prior to dHth Ire not taxabl..
,. Account. held b., . dec~t "In 'ru.t far" another or othar. ata ,..abl, full.,.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. ILOCK A - If the In'or..Uon and coaput.Uon In tM noUn are correct and d.duaUon. In not tMlna cl,IHd, plKI an --r
In block "A" 0' Part 1 of thll "T.xpavlr Rupon..- 'HUon. Sian two copl.. and .ubIIlt the. with you,. check for the .-cM\t of
ta. to the Ragl.t.,. of Will. of the county Indlc.t~. TM PI. Gapar'sent of A.v~ will I..u. an affJcl.. .......-nt
(For. REV-1541 [XI ~ rec.lpt of the r.turn 'roe the Aegl.t.,. 0' Will..
2. BLOCI.... If the 1..lt .peclflH on thl. notlc. M. b..... or will tM reported and t.Jl p.ld with the P....ylvanJ. InherUMCe
TI. Return fUed by the decadtlnt.. ,...,,.nWltaUvI, PIK' an'T" In block ..... of Part 1 of the "Taxpayer Rnpon.." 'MUon. Sian anti
copy and r.turn to the Pi D.pa,-t-.nt of Ravenu., Bur.au of Indlvlduel T.XI', Dept '10601, Harrl.burg, PA 17121-0601 In the
~.l~ provided.
S. BLOCI C .. If the notice Infar.aUon h Incar,.", and/or deduction. ar. being dollied, check block "C'" and co.pleto Pith Z and S
"'0",.,.11", to tM In.tructlon. belatt. Shan tlifG copl.. and .ubalt thea ..Ith vour ch.ck for the MOtI\t of tu paYable to the Relllt.r
of Will. of the county Indlc.ted. The PI. Dep.rtaent of R.v~ ..Ill I..ue an offlcl.l .......-nt (For. REY-lS41 EX) upon rec.lpt
of the r.turn fro. the R.gllt.r of WUII.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the d.ta theI accOU'tt originally w.. utab111hed or tltI.d In the .llf'lnIIr .d.Una .t d.ta of de.th.
HOTEl Far _ decedent dylna .ftar IZJ'IZJ'82. ACCD\.W1tl whldt the ctec:Mtent put In Joint ".... within one U) y.ar of dMth .re
taxable fully a. tran.f.r.. f~v.r, thelre I. an .xclu.1on not to .xceed .s,aaa per tran.f.r.. r.gardla.. of the value of
the account or theI nullber of ItCcounta h.ld.
If . double a.terl.k (MM) eppe.r. befar. your flr.t neae 1n the addr... portion of thl. notlca. the .s,ooa ..clu.lon
alnM>> he. been dedUcted frOll the ItCcount b8lanc. a. reported by the financial Inltltutlon.
2. Ent.r the total balanc. of the ItCcount InclucUng Int.,...t accrued to the data of d.ath.
S. The ptIrcant of the KCount that h taxable far each lurvlvor .. det.r.lned .. follow..
A. The percent taxable for Joint au.b ..tab111hed eon than one y.ar prior to the dec.....t.. d..thl
1 DIVIDED BY TOTAL HUHBEA DF
JOINT OWNERS
[xaapl.1 A Joint ....t regl.tared
DIVIDED BV TOTAL tI.IfIER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT CIWfERS
In the n-. of the decMlant and tllO other parson..
1 DIVIDED BV S (.JOINT DWHERS) DIVIDED IV 2 (SlRVIYDRS) . .161 X 100 . 16. n lTAXABlE FDA EACH SlRVIYDA)
B. The percent taxabl. far u.at. cn.ted within DM v..r of the dec....t.. de.th or accounts owned by the decMtent but held
In t,.u.t for enothar IndlvldullU.) (tru.t bantlflclarlu)1
I DIVIDED IV TOTAL tutaER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
E)Cupl.. Joint account r.gllta,.ed In the n... of the decadent and two oth.r par.on. end utabl1lh.d within one VNr of d..th bv
the decedMt.
1 DIVIDED IV 2 (SURVIlJORS) . .sa X IDa . Sa:c lTAXlILE FDA EACH SURVIVOR)
X IDD . PERCENT TAXAllE
4. The aeount .ubJeat to t.x (line 4) I. dltar.lned by eult1plYlna the account balanca (line 2) by the p.rcent t.xabl. (line S).
S. Ent.r the total of the debt. and deduotlon. ll.ted In Part S.
6. 'he.-ou1t tllXalde l.l.l.... fl) 1. QI\w,..hHrd 11, awl! D\lUU" th. dwt. loOod ~"~oI.a..l".:o Cllnr. !:) fro. .hQ ~':nt I:ubje~t to tax (II".. U.
7. Ental' the appropriate t.. rata (line 1) .. det.r.lnad b.low.
A. For dat.. of da.th occurring aftar 6/SD/94, the ta. rata. for tran.fer. to .pou... .r. .. follow.1
1. Oat.. of d..th on or .ft.r 1/1/94 and befora 1111'S the rlta I. lX.
2. Oat.. of de.th on or aft.r 1/1/95 tran.f.r. to .pou.a. will be taxed at OX tax r.t..
Nota. Far d.ta. of death prior to 1/1/94 tran.f.r. to .pou.a. are taxabl. at 6X.
I. TrMII.n to 11Mal de.cendant. InclUdlna father, eather, .on, daughter. grandchlldran, 1IOn-ln-lew,
daughtar-In-l..., .tepchlld and their I.aue ar. t.xabl. at .1. p.rcant (6X).
C. Tran.f.n to aU ottMra !ncludlng brother, .ht.r, t.ncla, aunt, nephew end nlac. are "x.la at flft..., percent (1$%).
D. If YOU chIlnQI the tu rat., pl.... 'PHII>>, your ralaUonlhlp to the decedent In the ar.. provided.
e. The.-aunt of ta. due (I!ne e) 1. detar.lned by ault!plvlno the eeount t.xable (line 6) bv ttM t.. rat. (line 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. debts end daducUon. are detaralned .. fallDW'1
A. Vou legally are re~.lbl. far payaent, Or the ..t.t. subject to ~Inl.tratlon by I per.~1 rapr..antat1v. I. In.ufflo1ent
to pay the dlductlbla It....
I. Vou actuallY paid the debts .ftar death of the decedent and can fumllh proof of paVMnt.
C. Debt. belno clal-.d au.t be 1t..12ed fully In P.rt 5. If additional space 1. needed, u.. plain paper e l/Z- x 11-. Proof of
paYMnt MV be reque.ted by the PA Dep.rt.."t of A.venue.
',',',' .'.'.".<'.'.'.' ",'.'..'. " ,. ... ., .." ',...... ".,' "..:.::,")'..'TAXPAYElf:A'S!STANCEW<'....,....}:;::<,., . """',',',:...:.:.,..::: .:((,:,'..... ",.",...",,,,.
.~:;;;J:~~mu:g/~:::;~: t::ttH/t'F/YOU ::: NEElfj:URTHER:::::INFORHAT'ION :: OR/ASSI~TANCE~: :"CONTACT ANY '"" .',: .' ,,;...;
.".rr, ." i:::"RE9ISTEROF< WILLS;PADEPARTHENT OF~EVENUE DISTRICT OFFICE ',,6():, ..
'" ,,: :,,:,,::::::", " OR' CALL,. THE, BUREAU OF' INDIVIDUAL'" T AXES~' TAXPAYER "INQUIRY" UNIT'IN....:..},:,.?,'~',"
....r HARRISBURa .,' AT( "I17 )}7e7..8~27;}TDD' (717 )]72..2252J H,EARINO,l",PAIREDONlV)"
, '
!
I
(
c<--^
RI!V-1543 I!X AFP 17-951*
C~ALTH OF PlNHSYlVAHIA
OE:PAAlt<<HT Of A(V[MJ[
IURUU N' INDIVIDUAL fUn
O[PJ. "Ull
tIARRIIIURO, PA 11UI-U01
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILl!
ACN
DATI!
NO. 21 . "5-~ J. '-(
95139553
08-15-95
FLORENCE L HOYT
1063C ALLENDALE
MECHANICS BURG
TYPE OF ACCOUNT
~ SAVIHOS
CHECKING
TIlUST
CERTIFICATE
REHIT PAYHENT AND FORHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ESTATE OF EDWARD 5 HOYT
5.5. NO. 160-16-0172
DATE OF DEATII 06-11-95
COUNTY CUMBERLAND
RD
PA 17055
DAUPHIN DEPOSIT BANI(. has provided the o.artaent ",Ith the InforHtlon .lIhd belCMf which ha. been U'H In calculating the
potential tax due. Their record. Indlcata that at tha death of the above decadent, you war. a Joint owner/~flcJ.rv of thl. account.
If you ,..1 thl. Infor.atlon I. Incarract, pla..a obtain ",rlttan correction fru. the flnanol.l In.tltutlon, attach a copy to thl. 'or.
and return It to tha abova ~r"', Thl. account I. taxabla In accardenca with the Inherltence T.. l~. of the Coaaonwealth of P~.vlvanla.
ou..\lon. ... be .l.~r.u b, Lalllne (717) 767'6~1;.
COHPLETI! PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0044482159 Data 07-29-80
E.tabUahad
Account 8d....a 1 ,175.22
Pa.cant Ta.abla X 50.000
Aaount Subjaot to Ta. 587 . 61
Ta>< Rata X .15
PotanUal Ta. Qua 88. 14
PART TAXPAYER RESPONSE
ill I mFIl-~~"!lIl."T9i;!las~lWi!!ILL'iRasU1..:ri.~H/~"10I':FICIAL}:r/loX"SSess"EflT' BflSl!Di(J"/fflI~!; fflV~!la'i /
A. D The above InfaraaUon end tax dua .. correct.
I. You .ay choa.. to r..tt pav-lt to tM Reghtar 0' WUb ",Uh two copS.. of thl. notlca to obtain
a discount or avoid Intare.t, or you ..y check box "10- and ratu~ this notlca to the RegSstar of
Will. and an official a....saent ",Ill be I.sued by the PI. Dapartaent of Rlvenue.
To In.url pr~r cr.dlt to your account, two
el) copla. of thl. notlca .u.t Iccoapanv your
pev.-nt to the Rlgl.tar of Will.. "~. c~k
payable tOI "Rlgl.t.,. of Will., Agent-.
NOTE I If tax paYMnta ara Ade within thr..
U) aonth. of thai dacldant'. data of Math,
you uy deduct a 5:( dhcGU1t 0' the tax doe.
M'J Inherltanca tax due ",111 bKOM c:s.lJnquent
nlM C9) IIOOth. aft.,. U. data of death.
[CHECK ]
ONE
BLOCK
ONLY
8. 0 TtMi above ...at hat baen or will be r~rt" end tax peld ",lth the PelJJIYJ,vanl. InharJtanc. T.x return
to be flled by U. dacad."t'. r~r..entaUv.. ~) ~_! . :0
_, I \.0 . q__,
c. 0 TlMi above Infar..tlon lrI]ftCOrract andIaftj..,tI and deduction. ware pild by vou. l .11 ;
You IN.t caapl_ta PART Z and/or PART ] bel.,... . I
, -
If you Indlc.t. _ dlff.r.nt t.M r_t., pl.... .t_t. your
r.l.tlonahlp to d.c.dentl
PART
[!l
TAX RBTUr.N ' COM~UTATION Cr-
LINE 1. Data E.tabl1.had 1
2. Account B.l~c. 2
3. P.rc.nt T.xabl. 3 X
4. AIoount Subjact to Ta. 4
S. D.tJt. and D.ducUon. S..
6. Aaount Ta><abla 6
7. Ta>< Rat. 7 X
8. T.M Due 8
T^~ C~ JC:NT/TnUST ACCOUNTS
:..,
:;:..:.:-:;:
,'~::;~;;::',~;, . .;
. , ',' . :::i:;~:i::!:;;>;: ~".:,:::::.:<,::.,.,., .:. .; ':-;":' .:.:)
'.:,'
"";;':'::::::-::';:}::'
....,:-:::~:':.; . , .
.,,',,;,;,;-..,...;.
PART
I!l
DATE PAID
i:4l.-Q()
DEBTS AND DEDUCTIONS
..""::,5'
.,,"", ..6.. .',
'.7'.
.....)8'" .
CLAIMED
. ,....~; F : ':-,
. ;.' ,;, ':: .~;
::: ::>;;,:;:~:;,:::::::::::..: . ..
'::':;;l
;: :':';:::;,:::;~>::.>::
:i.:::::;;,:::'~': 1
'.-.:-:. ~.:,'.
"'...:::,:::
.,......
'.,:
.~.
.....,..',.
. ;.:'~ .': ;. c"
PAYEE
DESCRIPTION
AMOUNT PAID
:I d , /iJ
I
TOTAL IEnt.r on Line 5 of T.x Co.put_tlon) .
Unda. panalU.. of pa.ju.y, I dacla.a that tha facta I ha.a ._.tad aba.a a.a t...a, crt ~ /
lata to t"" b..t 0 ayrWladaa and baUaf. HOME (7/7) 19'tJ, -?I.:J - /9d
r: WORK ( ) I
DATE
GENERAL INFORMATION
1. FAILURI TO R!lI'OHD WILL R!lUL T IN AN OFFICIAL TAX AII!lSHENT _Ith _II..... Int....t ..... ... In..'..II...
.\AMlltted bW the flnwMl.. In.tltutlon.
I. JNMlrlt.,.1 t.. bee.... dlllfMtUMt nlna IIOnth. 1"'1' the cMCHent'. dlt. of ....th.
J. A Joint MGount .. tax_II eVM though tM dHHent', naH wu eddH .. . ..tt.r of conv.nlWMl:I.
It. AGG~tI I1ndudl,. U1G.e held b.t,,"" hu.bMd and wlf,1 which the dH~t put In Joint nMII. wUhln one y..r prior to
de.th It. fully t.x_le .. tnn.far..
I. ACIc......t. IU..lIlhec1 JalnUv tt.t""" hutband and I"', .ore ..... OM y.ar prior to d..th It. not tax.la.
,. AGoount. held by . decedent Rln tru.t far" InGther or other. '1" ta.abla fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. .LDCl A - If the lnfor..Uon and coaput.Uon In the MOthe Ir. correal WMt dMluctlDn. Ira not bel", alaJMd, ,1M' an -r
In block ",.. of P.,.t 1 of U. "Tup.v.r Aupan.." 'HUon. Ilgn two copS.. IInd .ubalt ttMta ",Ith your r.Mck 'or the -..t of
tax to the RIII.t.r 0' Willa of the county Indlc.ted. ~ PA o.p.rt-.nt of A.v~ will I..ue an official .....aa.nt
(Fora REV-15.' [X) upon rec.lpt 0' the r.turn frGa the Algl.t.r of WillI.
I. IlOCX.. If the ....t .pealflad on thl. notice hat bean or will be r~rted and ta. paid with the Penn.vlvant. l~rltlnCe
Tax A.turn flled by the cMcadent'. npr..ent.tlv., placa an "T' I" block ..... of P.rt 1 of the "Tlxpanr .11PDr1"" .eotlon. Ilgn one
copy and r.turn to th. Pi Dap.rtaant of Revenue, Bur.au of Indlvldu.l TaXI', Dapt 21.'01, Hartl.but., Pi 1711'-0601 In the
envelope provided.
S. .lOClC C - If the notice Infor..Uon is Incarract and/or deduction. Ira bainll Clllud, chedc block "co- and cGllpI.t. Part. I IInd J
DCaardl", to the In.ttul'ltl".,II tHtlow. SIIIf'! two coplu end 'uMlt thee "'lth you,. check far the .-aunt of t.x p.vllbl. to the R....t.,.
of Will. of the county Indlc.ted. The PA D.p.rtaent of Revenue will I..u. ~ offlcl.1 ......aant eFo,.. REV-I541 EX) upon rec.lpt
of the rdum f,.oa the Regl.t.,. of WUlI.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ente,. the det. t~ account arlalnally w.. ..tabll~ or tltl~ In the .~r exl.tlng .t data of d..th.
HOTEl fa,. e decedMt dying .fter lUll/ill AccCQ1ts lifhlch the dKedent put In Joint nMe. "'lthln OM (1) ye.r of de.th .,..
taxllbl. 'ully .. t,.an.fer.. Howev.r, there I. an .xclu.lan not to .xceed IS,oDO pe,. tran,'.r.. r...rdle.s of !hi velu. 0'
!hi account or the nuIIbe,. of acCCM.I'ItI held.
If . doubla ..terlsk (MM) appears befar. you,. flr.t naee In the .od,.... po,.tlon of thl. notlc., the 1',000 .xclu.lon
Ilr.actv has bMn deducted froa !hi acCCM.l'lt b11lanca .. reported bit the ffnencl.l In.tI tutlon.
2. Ente,. the tot. 1 balWtCe of the acCCQ1t Including Int.rut accl"1.Md to the data" of d..th.
S. The pucant of the account that" t..able fa,. sItCh survlvo,. II deteralned .. follow'l
A. The perc....t t.xeble 'a,. JoInt ....ts e.tabllshed .ora than one ve.,. prlO,. to the decedent'. de.th,
1 DIVIDED IY TOTAL tMllEA OF
JOINT OWNERS
Exaaplel A JoInt ....t regl.t.red
DIVIDED IY TOTAL JUtIEA OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the n-. of the declldartt and two other pa,.son..
1 DIVIDED IV 3 (JOINT OWNERS) DIVIDED IY 2 (SURVIVORS) . .167 X 100 . 16.7% (TAXAllE FDA EACH SUAVIlJOA)
B. The percant texebl. for ....tt creatad within one yea,. of the decedent's de.th or accounts owned bit the dec..tent but held
In tru.t fa,. ~the,. IndlvldualCI) (ttu.t beneflclarle.),
1 DIVIDED IY TOTAL NUHIEA OF SURVIVING JOINT X 100 . PEACEHT TAXABLE
OWNERS DR TRUST BENEfiCIARIES
Ex.-pl., joint account ,..gl.t.red In the n... of the dKedent end two othe,. p.rson. and e.tabll.hed within on. y..,. of d..th by
the d.cedent.
1 DIVIDED IY Z (SUNIVORS) . .50 X 100 . SU CTAXABLE FOR EACH SURVIVOR)
4. The -...t 'WJlHlt to tax Cline 4) It datsraJned by aultJplYlna the account babnc. Ulne 2) bv the p'''cent tlxabl. (line S).
5. Ente,. the tot.l of the debt. and deduction. Il.tad In Part S.
6. rhe -...t taxMila (Une 6J is CUlteraln., b1 .ua\ractlng till CNaU and dackIotlon. \i1ne !tl fro. to. -.!A" iIULIJ_L \u 1.1&.11 (U,.. 4).
7. Enter the apprap,.let. tax t.t. (lln. 7) a. det.ralned below.
A. far date. of death accur,.lng eft.r 6/3D/94, the t.x rete. fat t,.an.f.rs to .pau... are a. follawll
I. Dete. of de.th an at aft.,. 7/1/94 and befora 1/1/95 the rate I. 3~.
Z. Det.. 0' d.ath on or a'ter 1/1/95 tran.fer. to ,pou.e. will be taMed at ax tex rat..
Hot'l Fo,. date. of death prior to 7/1/94 tran.f.rs to apGU... ere t..abl. .t &X.
I. Tren.fen to 11M11 d..candanh lnoludlng f.the,., .other, .on, daughtar, arnndchlldran, .on-In-Iaw,
daught.r-In-Iaw, .tepchlld and thalr I.~ .r. t.xlbl. .t .Ix percent (6X).
C. Tran.f.r. to .11 other. lnoludlna b,.othe,., .l.ter, uncle, aunt, nephew and nlec. are ta.abl. at fifteen percent (I~).
D. If vou chanaa the tax tat., pl".a spaclfv your tel.tlonlhlp to the decedent In the .r.. ptovldad.
I. The BIOUlt of taM due Ulne I) .. dater.IMId by ....1tJplylng the aaount t.xabl. Ulna 6) b_ the tax r.t. Ulna 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowtlbl. debt. end deduction. .r. det.r_lnad .. faUOtIII
A. You legally .r. rs.pon.lbla far P.yaent, a,. the ..t.t. subject to Ddelnl.tratlon by . per.onal rapr'sant.tlv. I. In.uffJclent
to PlY the deductible It....
I. You aat....lly pald the debts after d.ath of the dKadant and can furnish proof of pe)'1tlnt.
C. Debt. belng cl.lead .u.t be It..lzed fully In Pert 3. I' additional apeca I. ~, u.a pl.ln pepe,. I llr- . llR. Proof of
peyaant uy be ,..ql....tect by the PA o.p.rtMnt of R.vat'AM.
,}} :.:< "W ........',.... .,...{:.'..../....>.:TAXPAYEfli'ASSISTANCE... ". ..';' '..' ........"...,... .:.:",~}.,. .. .....
. ,."'. .".' ","." "'.'.' 'IF. YOU NEEDFURTH~Rl. N. FGflMATION.ORASSISTAN. CE)'" CONTIICTIINY::>
,..., . <'}".RE9ISTEROF.WILLS,PADEPARTMENTOF:REVENUE.JlISTRICT OFFICE:.:.........,... ....'.""
;:;:.;:: ti.... OR/ CALL THE" BUREAU: OF INDIVIDUALTAXESi'.TAXPAYER INQUIRY . UNITIN'/>"'<\,,;
n>hff~~~lSBURa ~T{~ 717 )787~832"l HiTIlD':.(717)VlI2~2252CHEARING.IMPAIRED... ONlV).':>
.
~. -. ..... .'~ r' ~.., ......
-------~~------------~--------------------~--------~
"'D';::':; ";,A'A,'-04Sf49 ",' i Cq~()NWEALTH OF PENNSYLVANIA .:/,'
NO. , "",,:", ',,' ,', 'DIPARTMINT OP RIVINUI-, ,
;i':'I;~; ""'~": ,', "., '" OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCI! AND EirATI TAX, ' .', ". · " "
': - ';.'; ";; i \. ~ ,:.:
"."""""'"
',' .- '-.- "',' .{ '..,~'-'- ':' ,
,-;.; . ',," "
.., .-.'
"". .
RECEIVED FROM,
i
ACN
ASSESSMENT P:'I
CONTROL i:,I
NUMBER
AMOUNT
FLORENCE L HOYT
1063C ALLENDALE ROAD
'1'::'1;::1'1'::':10
.c.'t. I~
MECHANICSBURG. PA 170~~
93139:5:51
'i'3109332
.68.30
.r.:3.Vl
'1':11::1'1':1:13
.t1;::1.7::1
'0(0 Hili
ESTATE INFORMATION,
~ FILE NUMBER
~ 21-1993-0624
EJ NAME OF DECEDENT (LAST)
II DATE OF PAYMENT
EJ POSTMAR E
COUNTY
SSN 160-16-0172
(FIRST) (Mil
REMARKS
m TOTAL AMOUNT PAID
I
I
DATE OF DEATH
.242.67
REGISTER OF WILLS
SEAL
FLORENCE HOYT -
:5X DISCOUNT APPLIED PER PYMT
CHECK" 3169
-'--..--~--- -'---'-.--..-'.-~ .~-.~-~.--.- - - ---;-.-.----.---I'f'--:--.- -"........~;;;
,I
i'
.
,,-
I' ~, r
.f
I
,,..-
./
.
, ...-_.' . ~-._--,
,
--'4-
f -'
. --' _.___t r~~~'--
.- ,---.....JJ 1 ~ - J.
'.' ..' ~ --. ....-
v
;:;;-. S 1- ~
c...,
./
R.rV-1541 IX AFP 112-94*
tDPlDM':Al TH Of' PfHHSYLVAHIA
~PA'Ut<<Hr or RtY[HUI:
~UR(AU or INDIVIDUAL fAMf,
DlPT. lU,gl
HARlI.IURa, PA 1'1"-0"1
HDTICE OF INHERITANCE TAX
APPRAIIEHEHT, ALLOHANCB OR DIIALLOMANCB
OF DEDUCTION ._ AND AIIEaIHEHT OF TAX ON
JOINTLY KILD OR TRUIT ARIITI
DATI! 10-23-95
ESTATE OF HOYT
EDWARD
S DATE OF DEATIl 06-11-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0624
S.S/D.C. NO. 160-16-0172
ACN
95139550
FLORENCE L HOYT
1063C ALLENDALE RD
MECHANICSBURG PA 17055
RI!HIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AIIount Raalttad
CUT ALONG THIS LINE ... RETAIN LONER PORTION FOR YOUR RECORDS ~
Rifli=is4-li-iif-AFiP--Ci12-=941------------------------------------------------------______________________________
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-23-95
ESTATE OF HOYT
EDWARD
S DATE OF DEATH 06-11-95
COUNTY CUMBERLAND
FILE NO.
21 95-0624
TAX RETURN WAS.
ACN 95139550
S.S/D.C. NO. 160-16-0172
(X) ACCEPTED AS FILED () CHANGED
JOINT DR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BANK 8 TR CO ACCOUNT NO.
4600159233
TYPE OF ACCOUNT. (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-07-94
Account BDlancD
PercDnt TDxDblD X
Amount SUbjDCt to TDx
Dabts and Deductions
TDxDblD Amount
TDx Rata X
TDx DUD
908.53
0.500
454.27
.00
454.27
.15
68.14
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF TillS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
08-22-95
RECEIPT
NUMBER
AA048149
DISCOUNT (+)
INTEREST 1-)
3.41
AMOUNT PAID
64.73
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
· IF PAID AFTER THIS DAT~'uSEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAn '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( C~~l YOU HAY IE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIuns. I
- ,..__u___u_ "
68.14
.00
.00
.00
.'
.'
0,
"
~
~
~
i
~
~
:;>0
.~ ,....
~~
l~
t'j
-;
'"
""
.:1
;.J
':-;
o
-...
HaTlCE.
To ful,lll the requlr1aentl of Ieotlan 2140 0' the Inhlrlt~ ~ [.t.t, Tax Act, Act II of 1"1. Cll P.I.
IMtSon 2141).
PAYttEMT.
Detwch the top portion of thh MaUea _ __It ..lth ..our PltYMnt to tM Regl.t,r of NUh printed on the
rever.. .ldll.
... ..... check or MnIIY order PQIIIbla tal REGISTER OF WILLI, AGOfT.
All ...,..,.tl received lhaill tSr.t t. appllecl to anw Int.r..t Wllch -.y .. Q, ..lth MY ....lndllr ...,UN to tM tax.
REF\lCDCCRh
A r.fund of . tax credit, which .... not ,......t.. on thII tmc r.tum, MY be requeltlMl bw coaptaUng an .....lIcaUon
far hfund of PennlYlvanla lmerStance ... [_Qta Tu" (REV-UIS). application. .r. ..,.11_11 .t the Office of
the Reght'r of WUh, MY of the Z3 Rev.ut DlttrlClt Offte.. or by caUl", the specl.l 14-hour ..,....rlna ,,",lee
nuaDen far fo,... 0,..,1"111 In PennllVlvanl. l-I.O"J6Z-ZDSg, outllde Pamsvlnnll ... ..lthln 10C111
Ha'r!lburl ar.. (717J 717-1094, T1JD. (717) nZ-Zl5Z CHurl", 1"llred Only).
DLECTIONSI Any perb In Inte,...' not nth,lld with the ...,..I.--.t, aUownce or dl..UOtMI"ICII of cMductlon. Dr ""'lMnt
of tax Unoludlna dlKOW\t or Int''''IU .. shown on \hit Notlc. uy object within .IMb (60) dIIn of r~lpt of
thh NoUe. by.
..wrlttan pNlh.t to tM PA Depart.wet of RrHnUa, loud of Appuh, Dept. nun, H.rrhburg, PA 171,.-1021, OR
--.leoUna to have the ..tt.r ct.t.r.lnad .t h audit of thai KCGUnt af the perlOnlll r...r......tetlve. OR
--.....1 ta the DrphM.' Court
ADMIN-
ISTRATIVE
CCltRfCTlDHSI Faotu.l .rrar. dllCGYtlrlld on thl. a....lMf1t Ihould bIi addra..1Id In ..rltlng tal PA D~.rt....t af R.vM'IUII.
lur.~ af Individual T..... ATTHI Pa.t A......-nt RIYI~ unit. DEPT. Z'D601, Harrllbura, PA 17111-0601
~ (717) 717~6505, ... p-oe S of the bookl.t ~In.truotlon. '01" Inharlt.nca rax R.turn far a R..ldent
Decedent~ (R!V~1501) far an .xplanatlon of adalnl.tr.tlv.ly corraotabl. .rrar.,
DISCCUfTl
If MY tu due 11 paid within thr.. (5) c.l"'r eonth. .ft.r the decedent'. dHth, . fly. percent n:u
dlROU1t of the tu p.ld h .llowed,
INTEREST I
Inter..t I. chIIrged tMtalmlng with first ay of delinquency. or nine (9) eonth. w.d DIM U) day
fro. the ata of dAth, to thai data af Pllpent. T.... which a.c- ct.lI,...."t befora ~ry 1, 19.r
bur Intere.t .t the r.t. of abe (6%) percent per .... calculatlld at a alh rat. of .aOU64.
All wa. which bile-. delinquent on or after J....ry I, 191r will bear Int.r.st .t a rata which ..Ill v.ry frOll
calendar rtHr to calandar r..r with that rata ~1Id by the Pi o.pert-lt af Revenue. The appHeMal.
Inter..t rat.. for 19.1 through 1995 ara.
laic 'nt.r..t ..t. D.llv Int.re.t Faetar
Xur
Inhr..t R.t.
D.IIY tnt.re.t Faetap
1HZ rax
I,g 10
I,.. IIX
lH5 1)%
.,.. lOX
.-Int.r..t I. calculatad a.
.000Ma
.00G4sa
.000SOI
.000556
.000174
follCMilIl
IN7
1'''-1''1
Ift2
I"S-lfM
IftS
'X
IIX
OX
n
'X
.0ODI47
.ooun
.000147
.un,z
.000147
JIlTEREBT . IALAlfCE OF TAll UICl'AJD X HUIlIER OF DAYB DELIHQUEIIT X DAILY J/lTERERT FACTOR
--Any NoUca hauad aft.r the tax bee_. dell~t will r.flect an Int.r..t calculation to flft.., US) ctava
t.yand the at. of the .........t. If p.~t I. -.cia aft.r the Intare.t coaputaUon data IhCMiln on the
Notle., additional Int.r..t su.t t. calculatlld.
" ?;'
, ; ~ !.,
"CO
/6--:)/" ~
~
RIY-1548 EX AFP 112-94*
COMHONW(ALTH Of PfHNSYLVAHIA
PEP,UTttlHf DP' MVf.~
IURUU or INDIVIDUAL ,..n
DlPr.UUU
IwnUIIUItO, PA 17U.~g"l
HOTICE OF INHERITAHCE TAX
APPRAIIEHEHT, ALLDMANCE OR DIIALLOMAHCE
OF DElJUCTION ,_ AND AIIElIHEHT OF TAX ON
JDIHTLY nELD OR TRUIT AIIETI
DATI 10-23-95
ESTATE OF HOYT
EDWARD
S DATE OF DEATH 06-11-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0624
S.S/D.C. NO. 160-16-0172
ACN
95139551
FLORENCE L HOYT
1063C ALLENDALE RD
MECHANICSBURG PA 17055
RE"IT PAYHI!NT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_t R_lttad
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
Rirv:i5jfi-EiC-AFP--ii2~94)------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-23-95
ESTATE OF HOYT
EDWARD
5 DATE OF DEATH 06-11-95
COUNTY CUMBERLAND
S.S/D.C. NO. 160-16-0172
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BANK B TR CO ACCOUNT NO.
ACN
95139551
FILE NO. 21 95-0624
TAX RETURN WAS.
8100220603
TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING 1 ) TRUST (lO TIME CERTIFICATE
DATE ESTABLISHED 12-07-93
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
958.57
0.500
479.29
.00
479.29
.15
71. 89
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
08-22-95
DISCOUNT (+)
INTEREST (-)
3.59
RECEIPT
NUMBER
AA048149
AMOUNT PAID
6B.30
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUHO.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
71. 89
.00
.00
.00
,~i
~";
~)
Ii:
WI:
~'f:
po
:,1 ~'
f
\.~
~..
_,:tl
I r:>
,:j
<::>
,":;.
--<
r-..
A
PIIIPClSf: OF
Hanal
)~':.;
>/
r'.J
M
a
Vi 0
-..
To fvll111 the 1"'....II"'.....ts of s.oUon 1140 of the Inhel"'lbnce Md E.tlt. Tu: Aot, Aat 2Z of 1"1. (71 P.I.
SeatSon 2141).
PAYNOfTI
Debc:tl the top POI"'Uon of thb NoUn end subIItt ..Ith YDUI'" PI"*"t to the R....t.r of WUb printed on the
1"'.....1"'.. .Ide.
... ttek. chide or ....y 0"'1'" p'nbl. tal REGISTER OF WUll, Ac:EHT.
All ~ts rMelved ....U fil"'.t btI ...lIed to W1W Intlr..t Nltlch ..y be due, "Ith .". 1"'_1,.1'" ",UM to the tex.
REFlIm (CAh A r.f\nt of . tu CI"'Mlit, ""Ich .... not l"'..,.ttM on the tax raturn, ..w tMI I"'.....ted by ~leUna WI "AppllC*lUon
for R.f\ncI of Pennsylvanl. InMI"'Jt~ end E.tate Tu" (REV"IUSJ. AppIlC*ltlon. II"'I 8YIIUebl. It u. Office of
the ___l.t.r af Will., .". of the 2S Rev~ Di.trlot DfflCI' or by call1ne U. ""lal 24~hour "'''''-l'''lna "l"'Vlce
hUllben for fo.... 0"'r1nal In Ptmsylvan1. I-IU"S6Z-2OS0, outside Pennsylnnl. Md ..ltt1in 10C111
Hlrrhbul"'lI .r.. (717J 717-la94, TDD. (717) 772-22.52 m"l"'lna I..il"'ed OnbJ.
DIJECTIDHlI Any P11I"'Q 1n lnt.nlt not ..U.flld wIth the ......IHMnt, .UotAnCIi 01'" di"UDWnCI of deducUon. or ..........t
of tu (inclUding dlscCUlt or 1nt.r..t) .. 8hown on thb NoUce "Y obJMlt .dthln abty C6a) lily. of receipt of
thb HoUC*I byl
...."'I"'itt... protist to the PA a.p.,.t.Mt of R.venue, ao.Mf of Appeah, Dept. 211021, ",,.rbbu"lI, PA 171ZI"1I21, OR
.....llOtlng to haw the "U.r .t....lned .t the Mldtt of the ItCCOW'lt of the PIIrlONll r..,r.....bUv., OR
.........1 to the DrpMn.' Court
AllnN"
IITRATIVE
CORRECTIONSI
FlOtull 'I"'rora d"cov.rld on thh ........"t should be Idd,....ed in ..riUng tal PA Deparblnt of Rev~,
Bur... of Individual Tax.., ATTN. Polt "........,t Revi... Unit, DEPT. zaa6Dl, H:lrrhburll, PA 17121"0611
Phone (717) 717-6505, ... PIOa 5 of the bookl.t "Instruction. for IntMlrltance Tax R.tum for I R'sldent
Decedent" (REV-15aIJ far an .xplanatlon of edalnl.t...tlv.ll' co,.rlOtebl. 'rl"'Or..
DISCOlMTI
If .-rw tu due 11 P.ld ..lthln thr.. UJ ctI1andlir Mf'Ith. .ft.r the d1cildent'. dMth, I flv. pal"'cent C5XJ
discount of the taM p.id J. allowed.
INTERESTI
Int.r.st 11 charged baglmlna with fJrd eIIl' of deUnqwnoy, or nl.. (9J Mf'Ith. Met one (1) dey
fru. the IiItl of de.th, to the lilt. of PIIYMnt. Tax.. Which beca.a deUnquent before Januery 1, 19.2
bell'" Int.r'lt It the r.ta of .be (6):) percent par ....... calcuhtild .t . dally ret. of .aOol64.
All tax.. Nltlch bee-. dtlUnquant on or aft.r Jenua~ 1, 1912 ",Ul bur Int.reat It I rat. which .1111 Ylry fru.
C*llandar y..r to c.1....r yn,. "'lth that r.tl annauncad by the PA o..,.rblnt of Rev....... The ..".Ucabl.
int.r..t r.t.. far 1'12 through 1995 .r.1
lilt Inh..e.t ht. a..tv Int.....t FlHlta,.
XIII'
Int.....t ~.t.
D..lv Inte...at FlHltal'"
un
l'U
19..
l'as
UN
-"Int.r..t
zax .aag541
161 .DgO.sa
llX .aoosa1
lU .aoosS6
lOX .ao0274
1. c.lculltild .. follow. I
1917
1'....1991
199.
1995"1994
1995
IX
II~
IX
n
.~
.800247
.aanO!
.aaoz47
.DDun
.oaaz47
IllTEIIE8f . .ALAHCB OF fAX UNPAID X HVIIIER OF DAYS DELINQIIEll'l X DAILY IllTEIIE8f FAc:roa
-"Any Notlcl i..ued .ft.r the t.x ~. delinquent "'Ill r.fl~t an Inter..t c.lcul.tion to fifteen (15) ~ya
beyond tM dat. of the .......,t. If p.YMr'It h .... Ift.r the Int.r..t COIpubtSon detl IhDWn on the
HotSn, IddIUanel lnt.r..t au.t be CII1cu1.tld.
J R':1-15411 I!X AFP (12-94*
cDMttONWfAL TH 01' PfHHlYLYAHIA
.DlPARTt4lNl 01' Rf.V(NJ(
IUftAU or INDIVIDUAl UkU
DfPT. 11060 1
1tARR111URG, PA 17111-"11
J 5, S-:'/-J.,
c..
NOTICIl OF INNERITANCIl TAX
APPRAI8EftEKT, ALLOWANCE OR DI8ALLOXANCE
OF DEDUCTION t.~D A88E88MENT OF TAX ON
JOINTLY woLD DR TRU8T A88ET8
DATI! 10-2S.95
ESTATE OF HOYT
EDWARD
S DATE OF DEATH 06-11-95
COUNTY
CUMBERLAND
FILE NO. 21 95-0624
S.S/D.C. NO. 160-16-0172
ACN
95139552
FLORENCE L HOYT
1063C ALLENDALE RD
MECHANICSBURG PA 17055
RI!HIT PAVHENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
A.aunt R..l ttlMl
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
Rirv=isiii-iiC-AFii-li1f:94i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-23-95
ESTATE OF HOYT
EDWARD
5 DATE OF DEATH 06-11-95
COUNTY CUMBERLAND
S.S/D.C. NO. 160-16-0172
IX) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BANK & TR CO ACCOUNT NO.
ACN
95139552
FILE NO. 21 95-0624
TAX RETURN WAS,
4913705474
TYPE OF ACCOUNT, I >0 SAVINGS ( ) CHECKING I ) TRUST I ) TIME CERTIFICATE
DATE ESTABLISHED 07-11-74
Account Bslanca
Parcant Taxabla X
Amount Subject to Tax
Debts and Dsductions
Taxabla Amount
Tax Rats X
Tsx Due
363.57
0.500
181.79
.00
181.79
.15
27.27
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
08-22-95
DISCOUNT (+)
INTEREST (-)
1.36
RECEIPT
NUMBFR
AA048149
AMOUNT PAID
25.91
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL OUE IS LESS THAN 'I, NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
27.27
.00
.00
.00
00
c:: "
'; ,..
'0'
(;1
F1
-,
1"
"'"
I'~l
0.,- ;
l-:7j
C1
PIIIPOSE ""
NOTICE.
To "'UUl the ,....1,....... of s.catlon 2140 of the I~rlt~ Md Elt.t. ru Act, Aot ZZ of Inl. (71 P.I.
IMUon 2140).
PA'nIEHT.
DetKh the top portIon of thll HoUcI WMI IUlMIt wIth your p.~t to the A..htl,. of Willi print.. on the
reva,... ..de.
-- twc. chMk or IIOMY order payMle to. REgISTER OF WILLI, ACOff.
AU ~h r__jylld lhell Urat be IIpplJed to MY lnt.,...t Witch -v be dull, .,Ith MV r_Inder ...l1Mt to the tax.
R!F1ICD (CR) I
A refund of . tax crtlCllt, Nhlch .... not r..,..ted on the tax ratum, IIQ 1M nquelted by cOllPleUnG .. "ApplSc.Uon
'or R.~ of Pannlwlv.nl. tnherlt8nc. WMI Eat.t, Tax" (REV-I'.!). Appl1C8tlonl .r. 8Y811~1. .t the Office of
the A..ht,,. of Willi, MY of tM 2J bv-.ue ahtrJct Offlc.. or by ulll,.. the .,.1.1 24-hour ......'lng Mrvlca
~r. for for.. orderlngl In Pann.ylv.nl. 1-.aO-56Z-Z0S', out.lde PennlYlv.nl. ~ within 1~1
"-rrbburg .r.. (717J 717-1.94, TUOI (117) 77Z-ZlSZ (HArina 1...lriM Onh).
O&JECTlDHSI
~ party In lnt.,...t not ..thflH ,dttt the ...,..I....,t, .U~. or dl..UOWWIC8 of OIduotlan. or ........,t
of tu UnolucUng dlllCGU1t or Int.ra.U .. ~ an thh Matlea "y abJaot within .bly (60) daYI of racelpt of
th" Notice by.
--wrIU., prat..t to thai PA o.p.rtltent of Rw....,., laanl of Appal., Dept. ZIU21, Harrllbur., PA 171Z1-1021, OR
--.Iaoting to have U. "Ulr ct.t.r.lned .t U. -..tIt of the account of tha ~rlOMI r.r....,tlitlv., OR
--~l to tha Orphan.' Caurt
AIIUN-
ISTHATlYE
CORRE:CTIOHS I
"otual .rran dlKov.rad on thh ...........t ahauld tMi addr..Hd In writing to, PA o.p'r""t of A.vanua,
Bur.au of Individual T~a., ATTN, Pa.t A....~t R.vl... unit, DEPT. Z10601, H.rrSlbur., PA 17128-0'01
PhanII (717) 787-6505. SM page :s of the bookl.t "In.truction. far Inhar.ttMC. Tax Aaturn far a R"Sdent
Decedent" (REV-ISOl) far an .xpl~atSan of edaSnl.tratlv.IY carraotabl. arrara.
DISCOUNT,
If MY tu dua .. Plld wSthln thr.. (:5) c.landllr ~th. aftar the decadent.. dHth, a flva ,.rcent (SX)
dlKount af the tax paid Is .Uowed.
INTERUTI
Intlr..t Is chare-d beglnnlna with fSrlt day of daUnquency, or nl". (9) ~th. Mid ana (I) day
'rDa the data of death, to U. data of papant. Tax.. whIch bee-. deUnquwlt bafor. J___N 1, 1'12
baar Intlrl.t .t the rat. of a!le (6%) ~rcant par -.,ua calcu"tad at a dally r.t. af .0001604.
All tax.. .....Ich baRMI daUnquant an or aft.r January I. l'IZ will ba.r Int.r..t at . r.t. .....Ich "Ill vary frDa
celendar yaar to calendar Y"" "I th that rat. ~ b)' the PA u.p.rbtant of R...,enua. The appll~l.
Int.r..t rat.. far 191Z thrOUGh 1995 ara.
XIIr Intu.at Aat. ball" Inhr..t FMltDr
Xur
Int.r..t Aat.
Dal1" Inter..t Faeta,.
nlz
1915
1...
1915
1916
"-Int.,...t
.U
lOX
llX
lSX
lOX
I. calcul.tad ..
.0DOS4a
.DOOO.
.000501
.00OSS6
.000274
follaw..
1917
1911-1991
199.
1995-1994
1995
ox
llX
OX
7lC
.X
.001Z47
.oaasol
.100Z47
.10019Z
.00020
INTEREST . BALANCE OF TAX UNPAID X NVIIIIER OF DAYS DELINqUENT X DAILY INTEREST FACTIlR
--Any Hotic. Inuad .ft.r the to becOM. deU".,.,t "Ul rafleat .., Int.r..t c.lculatlon ta flft.." US) day.
beyond tha data of the ........,t. If PII~t .. ... aftar the Int.r..t cMPUtatlon det. Ihown an the
Notice, additional Int.r..t .u.t ~ c.lcul.tld.
'J~
-,
!,..'J ,)
J
I 5- SI- (;{
(~
RfY-1141 IX AFP (12"94)*
CDfMQNWlAl tit Of' PENNSYLVANIA
.000UUtlNT fI RlYt:HUI:
IURUU Of' INDIVIDUAL "XU
orpf. tI"O.
tlIoR,n'lURa, Pi 1'IU."1l
HOTICE OF IHHERITAHCE TAX
APPRAIIEMEHT, ALLOXAHCE OR DIIALLOMAHCE
OF DEDUCTIDH t. AHD AIIElIHEHT DF TAlC DH
JDIHTLY nELD DR TRUIT AIIETI
DATI 10-23-95
ESTATE OF HOVT
EDWARD
5 DATE OF DEATH 06-11-95
COUNTV
CUMBERLAND
FILE ND. 21 95-0624
S.S/D.C. NO. 160-16-0172
ACN
95139553
FLORENCE L HOVT
1063C ALLENDALE RD
MECHANICSBURG PA 17055
REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aoount R..ltt.d
CUT ALOND THIS LINI ... RETAIN LOWER PORTION FOR VOUR RECORDS ~
FiEi,;:isiii-EiC"AFi>-ri1f:941------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLV HELD OR TRUST ASSETS
DATE 10-23-95
ESTATE OF HDVT
EDWARD
5 DATE OF DEATH 06-11-95
COUNTV
CUMBERLAND
S.S/D.C. NO. 160-16-0172
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BANK & TR CO ACCOUNT NO.
FILE NO. 21 95-0624
TAX RETURN WAS,
ACN
95139553
0044482159
TVPE OF ACCOUNT. () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-29-80
Account Bahnce
Percent Taxabla X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1,175.22
0.500
587.61
.00
587.61
.15
88.14
TAX CREDITS:
PAVMENT
DATE
08-22-95
RECEIPT
NUMBER
AA048149
DISCUUNT (+)
INTEREST (-)
4.41
NOTE, TO INSURE PRDPER CREDIT TO
VOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH VOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAVABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
83.73
88.14
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DAT~I.~EE REVERSE FDR CALCULATIOH OF ADDITIOKAL INTEREST. ·
C IF TDTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" C C~~l YOU HAY BE DUE A REFUKD.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDn3. I
----..,.... -..,..-,'---
_.~
on
cpo
\C
L
-q;??
"
~
l.'J
-,
N
.c:.
i
hJ
,
~
~.
,-
-'
-
-""
IIJTlCEI
To fulfill the requlr.....t. of IeGUan 214D of the InherltWMl. -- E.tat. Ta Aat, Aat ZZ of 1"1. (72 P.I.
$HUon Zl4D).
PAYttENTI
...tMlh the tap portion of thl. MoUn .".. ~lt with your p.v-ent to u. R..I.t.r of Will. printed on the
.-war.. .Ide.
__ .... chedt or eonew ar.r pepb1. tal mISTER OF WILLS, AGENT.
AU pIIv-entl rKeIVMI ahall first be eppUIId to em Int.....t which ..v be due, with ....y r_Inder ..Ued to the tax.
REFUND (CR) I
A r.hnd of . tu crlMllt, Nhlch .... not r..,eatlMl on the tax r.turn, ..w be ......ted by COIlPlaUna ." ".Ucatlon
for Rlh.n:I of PaMI1I1VMla Inhlirltw'tce and E.t.ta To" (REV-nn). Application. .ra avalhbla .t the Gfflcl of
the Reglat.r of WIU., ....y of the Z3 R.venue DI.trlot Gfflce. or by calling the .paol.l 2"-hour an....rl".. ..rvlce
nuabar. for fo~. orderlngl In ~lYlvanl. 1.IID-S62-205D, out. Ide pann.wlv.nla and within local
Harrisburg ar.. (717) 717.10"', TODI (717) 772-2252 (Hearlna lapalred Only)_
alJECTIDHS I
AnY pertv' In Int.rut not ..thfled ..Ith the IIPPMlI..-nt, .Uowancl or dl..UDWWIC. of deduction. or .....IIIInt
of tax (lncludlna dla~t or Int.r..t) .. shown on this NaUca uy obj-.at within .lxty (60) dly. of receipt of
thl. Notlc. by.
--..rIU.... prot..t to thl PA Dap.rbant of R.vlM'lUl, Ioard of appula, Dapt. 1110Zl, Harrhburl, PA 17121.1021, OR
--a lacUna to have thI ..ttar detaralned .t the audl t of thI account of the paraonal r.,,......t.U,,., OR
."IlPPHI to the OrphW\" Court
ADttIH-
IITRATlVE
CORRECTIONS.
factual arror. dlscov.red on thl. ...........t thoUld be IKSdr.... In writing tal PA DapartMnt of R.vanua,
lur.eu of Individual Tax.., ATTHI po.t A....&llnt Rlvl... unit, DEPT. 210601, Harrl.bUrg, PA 17121.0601
PhOne (717) 717.6505. SM peo- 5 of the bookl.t "Instruction. fa" InharltMCtl Tax R.turn for. Ra.ldMt
Dacedant.. (REV-15DI) '0,. an 1XP1~tlon 0' ~Inlstr.tlvalw corraotabl. .,.rors.
DISCOUNTI
If ....y tax due 1. p.ld within thr" (:5> calendar ...,th. a't.r the dItCMiant'. death, . flv. pareMt (5%)
dl~t of the tSM paid I. .Il~.
INTEREST I
Int.r..t h cha,.ged beglmlt'lll with flr.t day 0' delinquency, or nlM (9) IIOnth. and OM (I) day
fr.. the data of death, to the at. of P8pant. T..I. Nhtch beaM delinquent before J...N 1, 1912
bMir Int.r.at .t the rata of .be (6X) pe,.CMt par ____ calculated .t a dally rat. of .000164.
All taxa. Wllch becaM deUnquent on or .ft.,. J...N 1, 1'12 ..Ill baar Int.rnt at . r.ta which will v.ry 'r_
CII1"r y..r to csl"'r Y"" with tMt r.ta announced by thl PA DIp.r......t of Rav.,ua. The .ptdlCllbla
Int.r..t rat.. 'or I'll through 1995 .r.1
xur
Jnt.r..t Rllt.
0.11'01 Int.r..t Feator
'tile Jnt.nd AlIt. 0.11.. Inter..t Feator
.aDD2"?
,DIDSD1
.00020\7
.0001'2
,00020\7
l'az
1915
....
1'15
....
--Inta,...t
..X
lOX
IIX
IU
lOX
1. CIIlcu1ated ..
.000541
.DD04S1
.DDUDl
.000S56
.00027"
follow. I
1917
1'"-1"1
199'
1995-1994
199'
'X
IIX
'X
7X
OX
IHTEJIElIT . BALAlfCE OF TAX UNPAID X IfUIlIlER OF DAYB DELI"QUEHT X DAILY IIfTEREST FAc:roR
--any tiotlc. hll.lld .Ulr the tax bee.... delinquent ..Ul r.fllOt ." Int.r.at CIIlcul.tlon to flft"" US) chlya
beyond thl data 0' the .......-nt. If p.p8l'\t II Ada .ft.,. the Int.ra.t "*",t.Uan chit. shown on tha
Notln, ~ltlOMI lnt.,.a.t ....t be CIIlculatlMl.
,.
.
.
I
...... '.4'...4'....
r~'.~~._,~--~-_:.-_.:..-_-_.._---------_..:..- '
(
- - - -- ---- -- - -- - - ---
,
n':;n;"'" " "","~""'1'.': ','" ',"',"'0' ", ' ' , . .' . ., .'
Dr>~:~t~;~~)l;i~~'082555:"'1'}COMt.\ONWEALTH OF PENNSYLVANIA.' '.', :. ,." ,.:.' ,
~~"': ,~'-', . ,. ~ f',.: " ;,' DIPARTMINTO.IlIVINUI, ",
~~ru;'~ci~t" ,;;; ::~ ;. 9Fficl^,: ReCEIPT ~ PENNSYLVANIA INHERITANCE AND EstATE TAX' '. ..
ACN
~ ASSESSMENT P:'I
RECEIVED FROM: II CONTROL ~ AMOUNT
NUMBER
CHURCH ROBERT R ESQ
POBOX ll'i'63
210 WALNUT ST
HARRISB~G. PA 1710B-1963
101
.11B,7elO.OO
,otDHflf
'_'OIDHflf
ESTATE INFORMATION.
~ FILE NUMBER
~ 21-199el-OB24
eI NAME OF DECEDENT (LASTI
~ WREN DONALD G
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 497-20-4798
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
REGISTER OF WILLS
fa TOTAL AMOUNT PAID .11 B. 7:50.00
DO
RECEIVED By9JkAt C - .p.uu~
IN.U%'(; ~
MARY C. LEWIS '/j/t~~" (/
REGISTER OF WILLS
REMARKS
FRANK J CHULICK
C/O ROBERT R CHURCH ESQ
CHECK" 107
SEAL
I
j'o.>......:-_ _____-;_ ____ _____ - -.,--_ -- --- ---- ----- ---;:......---r-
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